Executive Assistant

Full Job Description

WHO WE'RE LOOKING FOR

Are you a detail-oriented professional who thrives in a fast-paced environment and loves supporting client success? We're seeking an Executive Assistant to partner with our Customer Success Senior Manager at a growing digital marketing agency specializing in financial advisors.

WHO YOU ARE:

• A proactive problem-solver who anticipates needs before they arise
• Excellent communicator who can professionally interact with high-value financial advisor clients
• Tech-savvy individual comfortable with CRM systems, calendar management, and digital marketing platforms
• Detail-oriented professional who never lets anything slip through the cracks
• Someone who thrives on organization and process improvement

Job Responsibilities

WHAT YOU'LL DO

Client Onboarding Excellence:

• Build and optimize bio pages for new financial advisor clients
• Coordinate with account managers to ensure seamless client setup
• Configure calendar linking systems and GHL account setups
• Ensure every new client has a flawless onboarding experience

Client Relationship Management:

• Facilitate & Manage all client offboarding communications with professionalism
• Execute drip message campaigns and implement client-requested changes
• Conduct thorough account audits to identify and resolve messaging errors
• Handle monthly billing follow-ups and renewal communications

Meeting Support & Documentation:

• Attend weekly client meetings as the CSM's right hand
• Take detailed meeting notes and create actionable task lists
• Collaborate with account managers to ensure all client requests are tracked and completed
• Maintain organized records of all client interactions and outcomes

Job Requirements

WHAT WE'RE LOOKING FOR

MUST HAVES:

• 2+ years of executive assistant or client support experience
• Proficiency with CRM systems (GHL experience preferred)
• Strong written and verbal communication skills
• Experience with calendar management and scheduling tools
• Proven ability to manage multiple priorities simultaneously



NICE TO HAVES:

• Experience in digital marketing or financial services
• Familiarity with marketing automation platforms
• Previous experience supporting customer success teams

Skills Required

• Customer Support - Intermediate
• Admin Support - Intermediate
• Administration - Intermediate

Attachments

No Attachments

The Report Job feature provides remote workers a way to directly report jobs that may violate Pros Marketplace's Terms of Service or Job Posting Policies.Although we verify and confirm every job post, this feature is specifically designed for reporting jobs that may be fraudulent, spam, fake, or inaccurate..